What an investor needs is the ability to correctly evaluate selected businesses. Note that word ‘selected’: You don’t have to be an expert on every company, or even many. You only have to be able to evaluate companies within your circle of competence the size of that circle is not very…
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Archives for December 2022
Should a Trust Be Part of Your Estate Plan?
Trusts used to be seen as an estate planning tool for only the very wealthy, who have complicated family situations to sort out, and high-value assets to protect. Times have changed. Modern lives are complicated, asset values are high, and good estate planning is for…
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Fear, Greed & Going Broke
One of the most important things that you can do to help you realize your financial goals is to develop a strategy to help reach those goals, and then stick to that strategy. It is much easier to change the course at every sign…
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Real estate, How having the right strategy can maximize your business growth and profitability
In this week’s Bridge to Wealth, we’re welcoming Mark Brodson, President and Managing Broker of Resource Commercial Advisors, a Chicagoland-based boutique commercial real estate firm. In this week’s episode, we answer the questions 1. What do you think business owners should spend more time…
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How to Have “Enough”
We have all seen those commercials that ask us, “What is our number?” That number in the bank account that allows us to “Retire.” We also tell ourselves “If only I can make X per year I will be set.” Whatever that number is, I…
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